Embedded Files
Via a reminder task
Via a reminder task
If an asset is due an document based inspection or service then you should have a task for it in your inbox:
Click on the link in the task:
Then you can upload the new file.
Date of revision is the date of the service / inspection or when the document was created.
Without a reminder task
Without a reminder task
Sometimes you might want to update an asset document and there isn't a task for it, here's how:
Make sure you are on the Manage Asset page as described in the Asset Overview article.
Click on the asset you want to look at.
Then scroll down to the Documents section:
And click on 'Show' on the right hand side
On the next screen, upload the new document and hit 'Save'.
Corrective Action / Log a Defect
Corrective Action / Log a Defect
Found an Issue? Add a Corrective Action!
If an issue has been identified that relates to this document (like a defect found during an annual inspection) then you will need to manually add a corrective action. Here's how:
From the Manage Asset screen, click on 'View' in the top right hand corner OR from the site inbox, click on Assets in the top bar and head to the asset.
Now click on 'Report Something' in the top right.
Then choose the 'Create an action' option
Enter the issue that has been found along with any relevant documents or photos then click on submit.
And that's it! You're all sorted.
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